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Nvidia CEO Huang sees strong demand for Blackwell chips
Item 1 of 2 Jensen Huang, CEO of Nvidia, reacts during TSMC’s annual sports day in Hsinchu, Taiwan November 8, 2025. REUTERS/Ann Wang
[1/2]Jensen Huang, CEO of Nvidia, reacts during TSMC’s annual sports day in Hsinchu, Taiwan November 8, 2025. REUTERS/Ann Wang Purchase Licensing RightsHSINCHU, Taiwan, Nov 8 (Reuters) – Nvidia CEO Jensen Huang on Saturday said the semiconductor giant is experiencing “very strong demand” for its state-of-the-art Blackwell chips, as its appetite for wafers from TSMC (2330.TW) grows.“Nvidia builds the GPU (graphics processing units), but we also build the CPU (central processing units), the networking, the switches, and so there are a lot of chips associated with Blackwell,” Huang told reporters at an event held by Nvidia’s longtime partner Taiwan Semiconductor Manufacturing Co in Hsinchu.
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TSMC CEO C.C. Wei said that Huang had “asked for wafers,” but that the number was confidential.
“TSMC is doing a very good job supporting us on wafers,” Huang said during his fourth public trip to Taiwan this year, adding that Nvidia’s success would not be possible without TSMC.
Nvidia made history in October when it became the first company to reach a $5 trillion market value and TSMC’s Wei called Huang a “five-trillion-dollar man.”
When asked how concerned he was about memory shortages, Huang said that business was growing strongly and there would be shortages of “different things.”
“We have three very, very good memory makers – SK Hynix, Samsung, Micron – are all incredibly good memory makers, and they have scaled up tremendous capacity to support us,” Huang said.
Huang also said Nvidia has received the most advanced chip samples from all three memory makers.
When asked about possible memory price increases, he said: “it’s for them to decide how to run their business.”
South Korea’s SK Hynix (000660.KS) said last week it had sold out all its chip production for next year and planned to sharply boost investments, expecting an extended chip “super cycle” spurred by the AI boom.Samsung Electronics (005930.KS) also said last week it was in “close discussion” to supply its next-generation high-bandwidth memory chips, or HBM4, to Nvidia.On Friday, Huang said there were “no active discussions” about selling Blackwell chips – Nvidia’s flagship artificial-intelligence chip – to China. The Trump administration has prevented such sales, saying they could aid the Chinese military and the country’s AI industry.Reporting by Wen-Yee Lee in Hsinchu; Editing by William Mallard and Thomas Derpinghaus
Our Standards: The Thomson Reuters Trust Principles.
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Ethereum: Near-Term Headwinds, And A Long-Term Bullish Case (Cryptocurrency:ETH-USD) – Seeking Alpha
- Ethereum: Near-Term Headwinds, And A Long-Term Bullish Case (Cryptocurrency:ETH-USD) Seeking Alpha
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- U.S. spot Ethereum ETF turns to net outflows again after one day… US$48.1 million bloomingbit
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- Ethereum Traders Buy the Dip Despite Third-Largest Spot Outflow Since October Yahoo Finance
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Katrina Kaif’s Ex-BF, Ranbir Kapoor’s Wife, Alia Bhatt Reacts As She Welcomes Baby Boy With Vicky
Beloved Bollywood couple, Katrina Kaif and Vicky Kaushal, have recently embraced parenthood. They welcomed their first child, a baby boy, on November 7, 2025, and shared the happy news with the world through a social media post….
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Are these the most beautiful motorbikes in the world?
Old motorcycles have long played second fiddle to classic cars in the eyes of moneyed collectors. But in recent years the wonder of two wheels has gradually been discovered by people with significant money to spend.
This year a superbly restored…
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India vs Australia Live Cricket Streaming, 5th T20I Match: When, Where and How to Watch AUS vs IND T20 Match Live on TV and Online? – The Indian Express
- India vs Australia Live Cricket Streaming, 5th T20I Match: When, Where and How to Watch AUS vs IND T20 Match Live on TV and Online? The Indian Express
- Australia look for a final lift to earn share of T20 series ESPNcricinfo
- India thump Australia…
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New national recommendations boost care for traumatic brain injury patients
Traumatic brain injury, or TBI, affects millions of Americans each year, often resulting in long-term health challenges. New national recommendations are now paving the way for more effective short- and long-term care for patients…
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